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Finance Manager Personal

Location:
Stephens City, VA
Posted:
April 24, 2024

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Resume:

Donte Weaver

Stephens City, VA, *****

ad49c8@r.postjobfree.com

540-***-****

Highly passionate sales expert and relationship builder. My past experiences have helped develop me into the business professional I am today and prepared me for any challenges ahead of me. I have spent time in retail where through hard work and dedication I have proven my leadership skills to lead others. I have worked for a large multi-billion IT solution provider where I have excelled in expectations.

EXPERIENCE

Personal Finance Manager Specialist Sep 2023 - Present

Navy Federal Credit Union

Assisting members with their financial hardships and creating a spending plan to get them out of that hardship.

Advise members of potential investment they could make to generate more streams of income.

Conduct budgetary planning to best set up members for their future financial goals such as savings and retirement.

Reading disclosures to members during their application review to fulfill business requirements.

Setting up meetings to go over budgetary councils with members.

Achievement:

Obtaining my personal finance specialist certificate

Account Representative Oct 2020 – Dec 2022

CDW

●Manage over 50+ corporate level accounts ranging in $500k-$1mil of sales per account.

●Achieve monthly sales and profit quotas by growing each account minimum of 3% each month.

●Create new relationships with new and current customers through cold-calling and business development campaigns.

●Work and collaborate with high-level partners to assist customers with their IT needs and solutions.

●Follow up with customers to maintain outstanding relationships and continue to earn business through nurturing.

Achievement:

●High profit-earning rookie rep of the month 3x in a row.

●Most security deals for a rookie in my territory.

●Highest number of outbound calls on my team each month.

Sales Associate Oct 2019 - Oct 2020

H&M

●Assist customers with any complex questions by offering top-tier customer service and information.

●Take inbound calls from customers who inquire about products and promotions.

●Use self-knowledge to assist customers and give recommendations that helped drive up sales.

●Led team operations and was responsible for making sure the store had all required marketing and was in an organized setting.

Achievements:

Multiple employee of the month certificates and pins for the hardest worker.

Freelance Basketball Coach Aug 2019 - Present

Self Employed

●Consult with potential new customers about training programs that fit their needs.

●Market to potential business

●Train multiple Individuals at any given time by doing high-level intensity basketball drills to sharpen skills.

Achievements:

Recognized by the local newspaper for my hard work and dedication and the impact on my community.

Helped raise money to take over 200 underprivileged kids Christmas shopping.

Additional Skills

Proper phone etiquette/ Active listening

Team collaboration

Self-starter

Proficient in MS office (Word, Excel and PowerPoint)

High level product knowledge.

Customer prospecting and retention.

Strong background selling CRM software.

EDUCATION

Radford University May 2019

Penn State Altoona May 2020



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